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Forward International Real Estat: (MF: KIRAX)

(MF) As of Feb 11, 2016 06:06 PM ET

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$12.06 USD

-0.09 (-0.74%)

Is KIRAX a
Buy, Hold or Sell?

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This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

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Latest Performance as of Dec 31, 2015

Total Return %* Percentile Rank Objective
YTD -4.12 88
3 months 0.27 90
6 months -9.99 97
1 Year -4.12 88
3 Year -2.30 97
5 Year 3.92 91
10 Year NA NA

* Annual for three years and beyond.

Zacks Premium Research for KIRAX

This is our Mutual Fund rating system that serves as a timeliness indicator for Mutual Fund's over the next 6 months:

Zacks Rank Definition
1 Strong Buy
2 Buy
3 Hold
4 Sell
5 Strong Sell

Zacks Mutual Fund Rank FAQ - Learn more about the Zacks Mutual Fund Rank
Zacks Mutual Fund Rank Home - All Zacks Rank resources in one place
Zacks Premium - The only way to get access to the Zacks Rank

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Portfolio Statistics

%Unrealized Gain YTD -8.92
% Yield 3.81
% SEC Yield NA
Net Assets (Mil $) 12/31/2015 16.35
%Turnover 12/31/2015 316.00

Risk

3 Year 5 Year 10 Year
Beta 0.63 0.96 NA
Alpha -10.48 -6.71 NA
R Squared 0.35 0.47 NA
Std. Dev. 11.37 16.44 NA
Sharpe -0.15 0.32 NA

Sector / Country Weightings

As of 12/31/2015 % of Portfolio
Finance 59.81
Other 35.71
Technology 3.39
Non-Durable 0.81
Industrial Cyclical 0.28

Portfolio Holdings

Top Equity Holdings
(As of 9/30/2015)
% of Portfolio Value (Mil$)
DREAM OFFICE REAL ESTATE 4.34 2.37
ASIA STANDARD HOTEL GROUP 3.57 1.95
ASIA STANDARD INTERNATION 3.37 1.85
MARKETECH INTERNATIONAL 3.39 1.85
CSI PROPERTIES LTD 3.02 1.65
GREAT PORTLAND ESTATES 2.84 1.55
STOCKLAND 2.72 1.49
TOKYO TATEMONO CO LTD 2.71 1.48
TRAFALGAR CORPORATE GROUP 2.55 1.40

Stock Holding % of Net Assets

As Of 9/30/2015
Total Issues 69
Avg. P/E 0.00
Avg. P/Book 0.00
Avg. EPS Growth 0
Avg. Market Value (Mil $) 0

Allocation

% of Portfolio
Large Growth 0.00
Large Value 0.00
Small Growth 0.00
Small Value 0.00
Foreign Stock 16.38
Emerging Market 0.00
Precious Metal 0.00
Intermediate Bond 24.74
Foreign Bond 0.00
High Yield Bond 16.93